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Company profile: SUM Insurance

1.1 - Company Overview

SUM Insurance Logo

SUM Insurance

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of commercial general liability, umbrella and excess liability, professional liability, environmental impairment liability, life sciences insurance, and clinical trials liability coverage as an independent managing general agent, optimizing underwriting with expertise and service.

Products and services

  • Commercial General Liability: Delivers industry-standard coverage for businesses against claims of bodily injury, property damage, and personal injury arising from their operations
  • Professional Liability: Supplies professional-grade coverage protecting professionals against claims of negligence or inadequate work, including specific errors and omissions
  • Umbrella and Excess Liability: Offers multi-layer protection extending liability limits beyond underlying policies, supplying extra coverage for large claims

Key contacts

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Financial details

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1.2 - Competitors and similar companies to SUM Insurance

ZON Re Logo

ZON Re

HQ: United States Website
  • Description: Provider of underwriting and management of accident reinsurance programs, including accidental death, accidental death and dismemberment (AD&D), medical, and disability insurance policies.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full ZON Re company profile →
Alliant National Title Insurance Logo

Alliant National Title Insurance

HQ: United States Website
  • Description: Provider of title insurance underwriting and support for property owners, lenders, and more than 500 independent title agents nationwide. Services include claims resolution, SSAE 18 SOC1 Type II compliance examinations for agent approval, monitoring and review, responsive underwriting to mitigate risk, ongoing education and training, and marketing assistance to increase online visibility.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Alliant National Title Insurance company profile →
Ategrity Logo

Ategrity

HQ: United States Website
  • Description: Provider of excess and surplus insurance through brokerage and contract binding divisions, serving agents and brokers across the U.S. Offerings include middle market management and professional liability, middle market casualty, middle market property, commercial general liability, commercial property, and follow form excess coverage.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Ategrity company profile →
Zodiac Insurance Logo

Zodiac Insurance

HQ: United States Website
  • Description: Provider of professional, entertainment, event, equipment, and property insurance programs with underwriting services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Zodiac Insurance company profile →
Robert A. Schneider Logo

Robert A. Schneider

HQ: United States Website
  • Description: Provider of managing general agent and wholesale insurance brokerage services, offering excess and surplus lines, property/casualty, professional business liability, and other specialty insurance products for independent insurance agents and brokers primarily throughout the northern Midwest.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Robert A. Schneider company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for SUM Insurance

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to SUM Insurance

2.2 - Growth funds investing in similar companies to SUM Insurance

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4 - Top valuation comps for SUM Insurance

4.2 - Public trading comparable groups for SUM Insurance

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4.3 - M&A Transactions similar to SUM Insurance

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About SUM Insurance

What does SUM Insurance do?

SUM Insurance is a provider of commercial general liability, umbrella and excess liability, professional liability, environmental impairment liability, life sciences insurance, and clinical trials liability coverage as an independent managing general agent, optimizing underwriting with expertise and service.

Who are SUM Insurance's competitors?

SUM Insurance's competitors and similar companies include ZON Re, Alliant National Title Insurance, Ategrity, Zodiac Insurance, and Robert A. Schneider.

Where is SUM Insurance headquartered?

SUM Insurance is headquartered in Canada.

How many employees does SUM Insurance have?

SUM Insurance has 1,000 employees 🔒.

When was SUM Insurance founded?

SUM Insurance was founded in 2010 🔒.

What sector and industry vertical is SUM Insurance in?

SUM Insurance is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for SUM Insurance

Who are the top strategic acquirers in SUM Insurance's sector and industry

Top strategic M&A buyers and acquirers in SUM Insurance's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for SUM Insurance?

Top strategic M&A buyers groups and sectors for SUM Insurance include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in SUM Insurance's sector and industry vertical

Which are the top PE firms investing in SUM Insurance's sector and industry vertical?

Top PE firms investing in SUM Insurance's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in SUM Insurance's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in SUM Insurance's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in SUM Insurance's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to SUM Insurance include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in SUM Insurance's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for SUM Insurance?

The key public trading comparables and valuation benchmarks for SUM Insurance include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for SUM Insurance for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for SUM Insurance with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in SUM Insurance's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for SUM Insurance with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in SUM Insurance's' sector and industry vertical?

Access recent funding rounds and capital raises in SUM Insurance's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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